If you’re a business owner who is ready to exit your company, there are steps you can take to increase the value of your business…

Matt Showley, CFP®, can now add AEP®️ to his name. The Accredited Estate Planner® designation signifies his deep knowledge and expertise in estate planning and…

As we near the halfway point in 2020 and look back at the past six months, a lot has changed. With the passage of the…

CCMI invited speaker and author Amy Florian to present in a virtual session to clients and friends of the firm. Amy’s message aimed to help…

Would you want to identify potential issues with your health before they happen?  If due to your genetic makeup you had a higher chance of…

Continuing our series of posts about planning in the age of COVID-19 and following last month’s blog on how Medicare applies to COVID-19 treatment, it’s time to…

While we hope that at some point a therapy and ultimately a vaccine will be developed to address the COVID-19 pandemic, we must also prepare…

What is a day in your CCMI life like? My day begins by helping my wife get our kids ready for school.  After I give…

As we prepare for this new year and new decade, we wanted to summarize and share some important dates to remember. While we enjoy staying…

At Schwab’s recent IMPACT conference in November, there was a presentation about a concept called “investor volatility,” which is different than market volatility.  Here’s an…